-55.8%
CSGP vs SOXQ
+49.6%
-105.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.7% | -5.9% | +1.7% |
| 7D | -7.1% | +2.9% | -10.0% | -6.1% |
| 30D | +3.6% | -13.6% | +17.3% | -0.6% |
| 3M | -2.7% | -12.5% | +9.8% | -5.8% |
| 6M | -8.0% | -12.4% | +4.3% | -10.9% |
| YTD | -55.0% | +49.6% | -104.5% | -55.9% |
| 1Y | -55.8% | +52.0% | -107.7% | -56.9% |
| All | -55.8% | +49.6% | -105.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling